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I run a monthly meeting called the VCA that represents the majority of Southern California venture capital firms. My goal is to bring in informative speakers who stretch our collectively thinking on topics that will influence our investment strategies and use it as a way for us to share our experiences in ways that I […]

There’s an old Japanese saying that goes something like, “If you don’t have any enemies, go make some.” I think it is a very useful thing. “Enemies” focus us. Now, I know that some folks out there recoil at making any “enemies.” But, if so, that’s probably because they’re being overly literal. By “enemies,” I’m […]

I have a friend who works within a telco on strategy who has an oft-repeated mantra that telcos were the original SaaS vendors – monthly billing, consumption based billing, accessible support (OK this is perhaps debateable) and rapid scalability all parallels nicely with what we see as part and parcel of SaaS. It’s therefore sensible […]

Common wisdom is that the US is way behind developed Asian and European countries in Broadband (and also Mobility). Not quite so – says Professor Leonard Waverman of the London Business School, who published a study on the World’s Connectivity Scorecard. His key thesis is that penetration and connection speed is not enough to […]